How big is Exchange Bank's plan?

Exchange Bank's plan reported $4.4M in assets and 65 participants for 2024.

Original filing (PDF)20250909135512NAL0020309585001

Exchange Bank

Name: Exchange Bank — Exchange Bankshares, Inc. Section, Form 5500 (2024)
Creator: Exchange Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exchange Bankshares, Inc. Section 401(k) Profit Sharing Plan

401(k) retirement plan · Exchange Bank's Exchange Bankshares, Inc. Section 401(k) Profit Sharing Plan held $4.4M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Teresa A. Kennedy signed Exchange Bank's 2024 Form 5500 as plan administrator.

Teresa A. Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Exchange Bank's EIN is 58-1520384.

EIN 58-1520384

Plan number 002

Plan year 2024

ACK ID 20250909135512NAL0020309585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exchange Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exchange Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCHANGE BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score